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| Springboard Asset Management LLC
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| |
|---|---|
| CRD # | 154862 |
| SEC # | 801-122972 |
| CIK # | |
| AUM | $109.4 MM (2024-02-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-651-7110 |
| Address | 355 Highland Avenue Cheshire, CT 06410 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 36.3 |
| (b) Individuals (high net worth individuals) | 39 | 72.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 357 | 109.4 |
| By Discretionary | ||
| Discretionary | 357 | 109.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 357 | 109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.4 | |
| Total | 357 | 109.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Financial Management Associates LLC
✚
|
MA | 0.1 |
|
Cypress Advisory Group LLC
✚
|
AZ | 0.1 |
|
Strategy Inc
✚
|
TX | 0.1 |
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
Armstrong Shaw Associates Inc
✚
|
CT | 0.1 |
|
Manuka Financial LLC
✚
|
VA | 0.1 |
|
Primm & Co Inc
✚
|
NJ | 0.1 |
|
The Practical Planner LLC
✚
|
MA | 0.1 |